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Rating:JPMorgan Taps Insider as a Liaison to Advisors Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, June 26, 2008

JPMorgan Taps Insider as a Liaison to Advisors

Reported by Erin Kello

JPMorgan Funds has chosen an insider to head up its RIA channel. The man who got the job is Steve Lundquist, who has been with JPMorgan since 2001. In his new position, Lundquist will be responsible for the business strategy of the institutional advisor group and managing the sales and national accounts teams.




Company Press Release

JPMORGAN FUNDS APPOINTS STEVE LUNDQUIST AS HEAD OF RIA CHANNEL


New York, NY – June 25, 2008 — JPMorgan Funds, the U.S. mutual fund business of JPMorgan Asset Management, announces the appointment of Steve Lundquist as Head of the Registered Investment Advisor (RIA) Channel. An employee of JPMorgan since 2001, Lundquist brings a strong background in managed account, mutual fund and alternative strategies along with a rich management track record with the firm. As Head of the RIA Channel, Lundquist will be responsible for the business strategy of the institutional advisor group and managing the sales and national accounts teams.

Prior to joining the firm, Lundquist worked with Fidelity Investments and Fortis Financial Group. He earned a B.A. from Gustavus Adolphus College, an M.B.A. from the University of St. Thomas and holds the Certified Investment Management Analyst designation.

“We congratulate Steve on his new responsibilities and are confident that he will bring the knowledge, experience and drive required to successfully build JPMorgan’s RIA channel, a key proponent of our business,” said George Gatch, President and CEO of JPMorgan Funds. “We welcome him to the team and look forward to working with him going forward.”

JPMorgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., JPMorgan Investment Advisors, Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc. JPMorgan Distribution Services, Inc.

© Copyright 2008 JPMorgan Chase & Co. 

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